Position in TD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$566,228
+$132,897 QoQ
Shares Held
4,663
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#475
of 897 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Fiduciary Group, LLC holds $38,161,016 across 7 Banks - Diversified names. TD ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
86,519 | $28,320,264 | |
| 2 | BAC |
Bank Of America Corp /De/
|
108,615 | $6,188,882 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
21,547 | $1,780,644 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,216 | $609,675 | |
| 5 | TD |
Toronto Dominion Bank
This page
|
4,663 | $566,228 | |
| 6 | RY |
Royal Bank Of Canada
|
2,165 | $448,090 | |
| 7 | BNS |
Bank Of Nova Scotia
|
2,847 | $247,233 |
All Filings in TD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,228 | 4,663 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $433,331 | 4,644 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $437,464 | 4,644 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $371,287 | 4,644 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $341,101 | 4,644 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $278,361 | 4,644 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $247,246 | 4,644 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $293,779 | 4,644 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $255,234 | 4,644 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $280,404 | 4,644 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $306,298 | 4,740 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $285,632 | 4,740 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $293,927 | 4,740 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $283,926 | 4,740 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||